See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON PARTNERS, LLC Service code 27 | Advisory (Plan) | $36,160 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 | Recordkeeping | $29,882 |
RPCG, LLC2 years Service code 13 | Contract Administrator | $8,132 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,714 | $101,317-20.3% | $146,958-45.1% | $74,495+8.3% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.2%-6.3pp | 67.2%+8.6pp |
| Annual return | 15.60% | 8730.91%-8715.3pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $730 | $3,810-80.8% | $4,933-85.2% | $2,623-72.2% |
| Participant deferral / active EE | $6,443 | $7,303-11.8% | $8,070-20.2% | $4,346+48.3% |
| Admin fee / account holder | $341 | $1,739-80.4% | $12,998-97.4% | $1,942-82.4% |